Raymond James welcomes advisor team managing $372 million in New Orleans, Louisiana
ST. PETERSBURG, Fla. – Raymond James welcomed the Henderson Hutter Group to Raymond James Financial Services (RJFS) – the firm’s independent broker/dealer – in New Orleans, Louisiana, according to Kirk Bell, Central regional director for RJFS’ Independent Contractor Division. The group was founded by Lee Henderson, CRPS®, and George Hutter, CFP®. Rounding out the team are Megan Giardina, Christine Shea, financial planner, Patrick Kungl, investment associate, and Alli Eis, business operations coordinator.
Together, the team operates as Henderson Hutter Group and joins Raymond James from Merrill Lynch, where the advisors previously managed more than $372 million in client assets. The group serves a variety of clients, including retirees, sudden wealth clients and women investors, and has a focused niche group of energy company clients, given the team’s proximity to the Gulf Coast.
“What drove our search from the very beginning is what would be in the long-term best interest of our clients,” said Hutter, managing partner of Henderson Hutter Group and RJFS senior financial advisor. “The culture at Raymond James is refreshing and differentiated. It’s a client-centric and problem-solving culture, with management and support staff focused on how to help advisors find the right solutions, whether it relates to support with client service, resources or practice management.”
“The things we kept coming back to during our search were autonomy, flexibility, and stability. Raymond James checked all of those boxes,” added Henderson, managing partner of Henderson Hutter Group and RJFS senior financial advisor. “Raymond James has remained focused on their wealth management business since the firm was established more than 50 years ago. The strength and stability of the firm, the culture and the robust support ensure us that our move to Raymond James was the right move for our clients and our team going forward.”
“The Henderson Hutter Group is an exceptional advisor team, with the average age of the team at 32 and combined 50 years of experience,” said Bell. “I’m pleased to welcome them to the firm as they launch their independent practice. We look forward to providing the support they need as they continue to thrive and grow.”
Henderson and Hutter were recognized by Forbes magazine and Shook Research as two of the top next generation wealth advisors in the country in 2018* as well as the top two next generation wealth advisors in the state of Louisiana.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $789 billion.**
**As of 5/31/2019.
* Data provided by SHOOKTM Research, LLC as of 3/31/2018. SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1000 made the final list in 2018. For more information see www.SHOOKresearch.com.